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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$570M +$145M +26,993,700 +35%
Primecap Management
2
Primecap Management
California
$301M -$16.6M -3,096,346 -5%
SC
3
SRB Corp
Massachusetts
$99.1M
WP
4
Woodline Partners
California
$55.7M +$54.8M +10,209,701 +83,338%
Millennium Management
5
Millennium Management
New York
$49.7M +$48.9M +9,109,518 +65,371%
Renaissance Technologies
6
Renaissance Technologies
New York
$29M -$25.5M -4,744,300 -47%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$27.2M -$30.9M -5,750,560 -54%
Morgan Stanley
8
Morgan Stanley
New York
$20.2M -$11.8M -2,198,669 -37%
PCM
9
Penserra Capital Management
California
$18.8M -$1.44M -268,498 -7%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$18.6M +$18.3M +3,409,218 New
Bank of America
11
Bank of America
North Carolina
$13.3M +$7.2M +1,341,154 +121%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$10.4M +$2.33M +433,827 +29%
Goldman Sachs
13
Goldman Sachs
New York
$10.1M -$5.36M -998,196 -35%
First Trust Advisors
14
First Trust Advisors
Illinois
$8.01M +$1.44M +267,878 +22%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$7.94M -$16.1M -2,992,265 -67%
CGH
16
Crossmark Global Holdings
Texas
$7.37M +$43.9K +8,175 +0.6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.18M -$1.99M -371,040 -22%
Northern Trust
18
Northern Trust
Illinois
$7.17M +$1.71M +319,296 +32%
UBS Group
19
UBS Group
Switzerland
$6.34M -$342K -63,692 -5%
DG
20
DigitalBridge Group
Florida
$6M -$1.83M -341,072 -24%
Wells Fargo
21
Wells Fargo
California
$4.22M +$905K +168,764 +28%
T2I
22
Turim 21 Investimentos
Brazil
$3.65M
CS
23
Credit Suisse
Switzerland
$3.5M -$18.6M -3,466,784 -84%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.38M -$3.72M -692,697 -53%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$3.32M +$324K +60,307 +11%

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.